Our Team
Patrick Mongin, CLU, LUTCF
Financial Advisor
Patrick Mongin, CLU, LUTCF started his career in insurance and financial services in 1981. He works with business owners in the areas of employee benefit packages, executive compensation plans, and disability income protection. Pat has...
John Wheeler, CLU, ChFC, LUTCF
Financial Advisor
Lisa Knuth
Office Manager
Lisa Knuth is our Office Manager who specializes in client service and organization, as well as the daily administration ofthe office. She has been with John Patrick Planning since its inception. Lisa earned her life and health...
Justin Manning
Medicare and Health Insurance Agent
justin@johnpatrickplanning.com
Justin Manning, Life and Health Agent, started his career in the corporate setting in 2008, after 15 years of customer facing and account sales, decided to take a more local and personable approach to helping individuals become...